8 Things You Need for an Estate Plan at Any Age
Written By: Kimberly Lankford SOURCE: MONEY US NEWS Estate planning isn’t just for rich people; it’s an opportunity for people of any age to control who will inherit their money and property, and to decide who can make medical and financial decisions on their behalf if they’re unable to do so themselves. You need to make […]
Estate planning is an important strategy for arranging financial affairs and protecting heirs — here are 5 reasons why everyone needs an estate plan
Estate planning is more than simply creating a will. It arranges your affairs and finances so things happen as you wish after you die — or even, in some cases, when you’re still alive. Written By Janet Berry- Johnson SOURCE: INSIDER When you hear the word “estate,” you might think of mansions, huge stock portfolios, […]
4 Reasons Estate Planning Is So Important
It’s all about protecting your loved ones Written By Donna Fuscaldo SOURCE: INVESTOPEDIA Estate planning isn’t only for the rich. Without a plan in place, settling your affairs after you go could have a long-lasting—and costly—impact on your loved ones, even if you don’t have a pricey home, large IRA, or valuable art to pass […]
Everything You Need to Know About Estate Planning—and Why You Should Start Now
Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future. Written By: Hiranmayi Srinivasan SOURCE: REAL SIMPLE When you plan for the future, estate planning might not be at the top of your list—but […]
How Is a Notary Used in Estate Planning?
Individuals buying a home, adopting a child, completing estate planning documents, such as wills and advanced health care directives, or completing any number of legal procedures may find themselves in need of a notary.
When Should You Update Your Estate Plan?
If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.
What Should Small Business Owners Know about Estate Planning?
Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.
Are Gen Z’s Ready for Estate Planning?
Despite the pandemic, many Gen Z’ers are graduating from college and setting their course for success. This is a generation of young people who know what they want out of life and have the financial literacy tools – from podcasts to online platforms – to save for retirement, maximize their savings and achieve their goals.
If I Have a Will, Do I Have an Estate Plan?
While a will is often part of an estate plan, an estate plan covers much more ground.
Is My Will Void If I Get Divorced?
Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure your estate planning is up to date.
